Analysis for Informal Learning

This is a follow-up to Informal Learning and Performance Technology. I’ve created this diagram to show a rather simplistic representation of how you would conduct an analysis to determine where informal learning might fit in to your organisation. This process is designed for larger organsisations, and there is much missing from this diagram that space won’t allow. Anyway, it’s designed as a conversation accelerator on how to start looking at opportunities for informal learning on an organisational basis.

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My PKM System

Note: Latest version: PKM in a Nutshell (2010).

In response to a post I made on Personal Knowledge Management (PKM), Tony Karrer recommended that I look at his post on Personal Learning for Learning Professionals. This had me review my posts on PKM and reflect on how I go through my process of triage. As a result, I created this picture.

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I’m starting to use some other web tools but this is pretty well how I move from “interesting stuff” to “this is what I think”. For me, PKM is more about attitude than any given tools. My system works for me because I’m curious and because I have got into the habit of writing down my thoughts in a public forum. This develops into some interesting conversations about things that matter to me at the intersection of learning work and technology. Having a defined field of interest helps stop this blog from spreading too far and wide and keeps my PKM manageable.

Update: The diagram was slightly changed in response to Loretta’s suggestion (see comments). I would also encourage a look at Dave Pollard’s graphic on the same subject.

Navigating in a Stormy Economy

The Summer is almost over and soon the kids go back to school. Usually my business picks up in September, once vacations are over and most people are back to work.

This year I don’t have any major projects scheduled for the Fall; which is not good from a financial perspective but it does mean that I can be open to any possibility. As I was cycling today, I thought about what I would really like to be doing at the beginning of this “year” (I have always considered September to be the start of the year; a time to begin anew).

A few of us recently finished writing a proposal that we just found out was not accepted. It was entitled, Navigating in a Stormy Economy.

Storm

In spite of not being awarded the contract, the process of working with Jim, Hal, Robert, Vaughn and Sue was invigorating. Our approach to strategic planning and community economic development was definitely out of the box; part of it was based on Rob’s recent work with National Public Radio.

Our team’s experience ranged from the local to national and included international development work. I would like to put this team to work on a meaningful project, as the value of this network is exponential to any individual member. The experience of assembling this team and then working on a tight timeline was inspiring. I knew every person, but the rest of the team had never met before. Trust had to be developed quickly so that we could write a complex proposal in a few days. It worked, and I’m quite proud of what we accomplished. As Bogart said, “Louie, I think this is the beginning of a beautiful friendship.”

The work that we proposed was based on meaningful evaluation criteria. We decided amongst ourselves that we would not submit a proposal based on the same old, tired SWOT (strengths, weaknesses, opportunities, threats) analysis format. We would provide real tools that members of each community could actually use once we left. It was good to work with people who had principles and were willing to walk away from a project that couldn’t incorporate these principles. This is my kind of work; principled, meaningful and with clear deliverables that have value for the end client, not just the person writing the cheque.

As September begins, hope springs eternal.

[Photo Credit: wagsdot911]

An historical explanation of Blackboard’s Legal Suit

There is much discussion about Blackboard’s recent suit against Desire2Learn for allegedly infringing on learning management system patents, such as Stephen Downes’ aggregated links and Dave Cormier’s commentary.

This post from Oligopoly Watch, not related to Blackboard, explains the nature of the beast and shows once again that corporatism is the enemy of a free and open society:

Reback recalls the time when Sun Microsystems was still small and IBM still utterly dominant in the computer business. IBM sued Sun for patent infringement, and Sun’s legal staff called for a meeting to iron things out. As Reback puts it, “Fourteen IBM lawyers and their assistants, all clad in the requisite dark blue suits, crowded into the largest conference room Sun had.” After hearing details of the alleged violations, outmanned, but of tech-savvy Sun lawyers, demolished the arguments of the IBM lawyers one by one.

At first, the IBM lawyers were silent. Then, recounts Reback, “the chief suit responded. ‘OK,’ he said, ‘maybe you don’t infringe these seven patents. But we have 10,000 U.S. patents. Do you really want us to go back to Armonk [IBM headquarters in New York] and find seven patents you do infringe? Or do you want to make this easy and just pay us $20 million?'”

This kind of historical precendence shows that the patent system and corporations are the real problem, not any specific company. Given the chance, most corporations would act in the same way; on the advice of their lawyers of course.

Writely for proposal development

We’ve just finished an intense collaborative effort to get a proposal shipped for today. Our main collaborative tool was Writely, a free online word processor/wiki combination.

I’ve been using Writely (now owned by Google) for collaborative document development for about a year. Writely lets you upload or create a document online with most of the features that you would find in any word processor. It also lets you invite other people to collaborate at the same time. If two people make simultaneous changes to the same text, then Writely wiill tell you about the conflict. You can look at everyone’s changes, make comments, add content and view all versions of your document.

I think that Writely is the perfect tool for a distributed team that is writing a proposal. It’s even better with a team in different time zones so that one person can work while others are sleeping.

Here are some suggestions on using Writely, while it’s still fresh in my mind:

  • Start your document online with Writely – don’t upload an existing document. This will reduce extra HTML code and weird formatting, especially from uploaded MS Word documents.
  • Use the online version to develop the main text of the document and don’t worry about making it look pretty.
  • Avoid tables in the document, but if you need them, create them in Writely.
  • Use Writely to get consensus on the words and the flow of the proposal.
  • Once you have agreement on the content, save the document as an RTF, Word or OpenOffice document. I find that OpenOffice produces the cleanest document.
  • On your desktop application, start adding graphics, headers & footers, headings & titles, etc.
  • If you are using OfficeOffice, you can finish by clicking on “Export as PDF” and your document will be ready to print and/or send.

Corporatism run amok

I am beginning to think that corporatism is the root of much evil.

It starts by focusing on profit above all else. There is nothing wrong with making a profit, as I even try to do this, so that I can feed and clothe my family. The problem begins when you do this “above all else”. When corporations were granted rights of persons, without any social or moral obligations, we started down a slippery slope as a society. Now we have too many people making their livings on behalf of a disembodied entity that only wants to make profit.

Add to this amoral mix the notion that ideas can be owned and patented. For instance, software programs, consisting of nothing more than lines of code, are ideas. So now we have an information society, moving into a knowledge society, where some greedy people think that corporations should own ideas and make profits off these ideas for a very long time. The problem is that we cannot grow as a society without the free flow of ideas. Patenting ideas will slow down our collective ability to learn. However, the US Patent Office thinks that it is a good thing to protect ideas, as do other national patent offices.

Take for instance a software company that has bought and borrowed ideas from multiple public sources (processes, code, how-to) and put a brand on it and called it a unique idea. So far, no one has taken the idea to patent the concept of zero and stop further development of any computer programs (see The People Who Owned the Bible, for another analogy). In the case of computer code or ideas, it is impossible to say where the original idea started. In the case of ideas, pretty well everything is based on some prior art.

I have been accused of being an “open source evangelist” for several years. My support of open source as a system for innovation and sharing of ideas stems from my short, but intensive period in the corporate world. Here I saw many cases of greed and arrogance wrapped in the corporate flag. I saw little original thought and many corporate entities had the capability to suck the humanity out of those who climbed the ladder. The open source community is transparent, rewards merit and gives everything back to the community. That cannot be said for any corporation.

Last year I asked, “Is intellectual property an oxymoron?“. Using property laws for ideas only serves the lawyers and the existing power structure. It does not advance individual freedoms nor the public good. Now I am certain that intellectual property laws must be changed if we are to advance as a knowledge society. We cannot have corporate interests defining the direction of our society by patenting ideas that belong to all of us.

This is a big issue; but we citizens, voters and taxpayers have to frame the conversation with our elected officials. Let’s start with one fundamental concept – Ideas cannot be patented.

Update: here is a new site, No Education Patents! that may become a rallying point for the learning community.

Army Knowledge Management

Federal Computer Week (FCW) reports how the US Army is implementing knowledge management at the operational and tactical level. Here is a prime example:

In this particular case, Iraqi insurgents placed an IED [improvised explosive device] behind a poster with anti-American slogans. A soldier noticed that the poster looked different from others he had observed, so he entered information about the suspicious sighting into BCKS. A threaded discussion developed online while specialists evaluated the potential threat. When they confirmed the soldier’s suspicions, the Army sent a message via the system to alert other units about the insurgents’ new method of concealing IEDs.

The article goes on to discuss the details of knowledge management activities that enable junior officers to share information based on the current operational reality. However, it seems that the Army hierarchy is not learning as quickly as the grass-roots:

The Army is a hierarchical institution in which a natural tension exists between junior officers and the Army brass, who want junior officers to follow Army doctrine to the letter. But junior officers who have been deployed in Iraq often feel that doctrine is out-of-date and that they know best based on their experiences on the battlefield.

A grass-roots movement to transform the service from the bottom-up has created tremendously valuable communities of practice, but Army doctrine has been slow to adapt.

There is a similar tension in large organisations in the civilian world. I recently tried to work with a large company in responding to a government Request for Proposals (RFP). Being outside the company, I knew who at the company had previous experience with similar projects, while the employees with whom we were working did not. I also knew the strategic value of this RFP, which was information not easily available to the employees with whom we were working. It seemed as if the company’s structure was designed to thwart us as we tried to develop a proposal.

In the end, it took over two weeks to get the information to the person who would have been interested and authorised to write a proposal, but by then it was too late. We didn’t respond to the RFP because it took too long to get the information up the chain of command. I wonder how many other opportunities have been lost by the company this year?

At some point in the future we will realise that our hierarchical organisational structures are outdated and do not work when you have cheap and easy communications and a relatively free flow of information. That will not happen until businesses experience great pain and, in the Army’s case, not until more soldiers have died.

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Informal learning and performance technology

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Is informal learning just another flavour of the month that tries to be all things for all learners? Tony Karrer states that:

I’m becoming convinced that folks in the informal learning realm are quite willing to live with “free range” learning. It’s way too touchy-feely and abstract for me. If this stuff is important, then I want to:

* Know that it will work
* Know why it works
* Know that its repeatable

I don’t see free-range learning as a panacea, but neither do I believe that ISD can address informal learning needs. In the spirit of attempting to clarify the process, as Tony asks, here is one of my perspectives – human performance technology (HPT).

In HPT, one of the main areas of focus is the analysis; to determine what the performance gaps are. I was told by an experienced practitioner in the field that only 15% of organisational performance problems can be addressed by training. This is based on about 50 years of research and on the premise that “Instruction & Training” can only address a lack of skills or knowledge. The other 85% of organisational performance issues need other kinds of what are known as “performance interventions”. These can include, but are not limited to:

  • Career Development
  • Human Development System Design
  • Communication Systems
  • Documentation & Standards
  • Ergonomic Design
  • Feedback System Design
  • Information System Design
  • Management Science
  • Job & Workflow Design
  • Organisational Design & Development
  • Quality Improvement
  • Resource System Design
  • Reward & Recognition System Design
  • Selection System Design
  • Measurement & Certification Programs

As you can see, organisational and individual performance can be influenced by a wide variety of factors. Because we are humans, no one will ever create the perfect performance system.

Where does informal learning fit into all of this? First, if you accept that only 15% of performance issues can be addressed through instruction and training, you accept that there is significantly more to look at in any organisation. A larger piece of the puzzle would be all learning interventions, not just those that address a lack of skills or knowledge.

In HPT, learning interventions can be divided into two groups – instuctional and non-instructional. Instructional interventions can be designed using ISD or other methods of training development. Informal learning, in my mind, is that other, and larger, grouping of non-instructional learning interventions.

Here is a sample list of non-instructional performance interventions:

  1. Electronic Performance Support System (EPSS)
  2. Workplace Design
  3. Knowledge Management (KM)
  4. Just-in-Time Support
  5. Communities of Practice
  6. Multimedia
  7. Internet and Intranets
  8. Corporate Culture changes
  9. Process Re-engineering
  10. Job Aids

I don’t necessarily agree with this grouping, but I thought that I’d show that there are others who use the same terminology. Of particular interest to me is Item 7, because the Internet has changed the balance of power and control in many organisations. With the Internet, and now with cheap and easy ways to connect people (Web 2.0), we have more possibilities for non-instructional performance interventions. Each of these addresses a different performance need, so there is no single methodology for informal learning. Building job aids is quite different from nurturing a community of practice.

As a learning professional, I am comfortable in prescribing and designing training when there is a lack of skills or knowledge. For example, I developed all of the training programs related to the operation of a military helicopter. There was a clear lack of skills and knowledge and we developed training programs to address this. However, there are a lot of learning needs that cannot be addressed through instructional performance interventions. These include:

  • Feeling and acting as a member of a team.
  • Group learning from operational experiences (see post on Storytelling in the Army).
  • Building morale.

Informal learning systems may increase overall performance but these cannot be exactly measured nor quantified. But then, neither can successful business practices or military strategy be exactly defined. Good business and military leaders know that success is a blend of science and art. I see informal learning as a similar endeavour. There are ways of measuring effectiveness – see Estimating the Performance Situation – and evaluation needs to be directly linked to your analysis. For example, morale cannot be quantified, but you know when good morale exists or when it is missing in an organisation.

Currently, we are looking at how certain technologies can be used to foster informal learning. The body of knowledge is not large, but we have adequate evidence that blogs, wikis, online fora, or knowledge-sharing are effective in increasing organisational performance. Again, take the Army Storytelling example and ask why this unstructured, informal learning activity is so important to the soldiers and their unit’s combat effectiveness, even though every soldier is highly trained.

I am certain that a good analysis that involves the learners and brings a knowledge of non-instructional performance interventions can have a significant impact on organisational performance. It took a lot of work and a world war to develop ISD, so I’m sure that we still have a way to go in the informal learning field, if it even can be called a field.

I think that informal learning is a way of categorising a whole range of strategies that we now have available with the advent of cheap web access, powerful personal computers and low cost applications likes blogs, wikis, tags, etc. Informal learning offers a new array of tools for the learning professional’s tool box.

Free-agents and natural enterprises are better value

Note: Some may consider this post as overt self-advertising, as I’ll explain why you should hire me, or my free-agent colleagues, instead of a name-brand consulting firm.

Many free-agents are also natural enterprises, not encumbered by the need for constant growth. I’ve worked as a sub-contractor on bids from large corporations who need my skills for a specific project. It’s usually good work for me, but in many cases I could have put together a team of free agents for a much lower cost and a more effective (in my opinion) project. However, most large corporations and government agencies write their requestes for proposals (RFP) in such a way as to exclude small operators, thinking that they are mitigating their risks.

I have been on both sides of the fence, having written, evaluated and responded to RFP’s, and can say from my experience that free-agents provide good value. I have to agree with the advantages of using a natural enteprise that Dave Pollard lists:

  1. Personal relationship (knowledge, trust, partnership, friendship, even love)
  2. Customization (really have it your way)
  3. Local just-in-time service (responsiveness)
  4. Superior innovation
  5. Low pressure (since supplier is not dependent on growth for survival)
  6. Reciprocality (mutuality, flexible pricing)
  7. No corporatist costs to pass on (huge management salaries, huge margins to achieve 20%+ ROI demanded by shareholders, massive advertising, marketing, transportation and packaging costs)
  8. Resilience (reliability in the face of economic or other crises, due to superior improvisational capacity and focus on effectiveness rather than more vulnerable efficiency)
  9. Quality and durability (no crap from indifferent Chinese factories)
  10. Appeal to altruism (supplier is good to its people, its community, its environment, and good for the local economy)

Take for instance my marketing costs – hosting fees for this website and some of my time, compared to the expensive advertising of large consulting firms (Item 7).

In today’s internetworked world, you are no longer engaging a lone consultant working on his own, but an entire network:

Network